Private Client Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Private Client Services’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.96M	Sell	4,219 -119	-3%	-$83.1K	0.79%	26
2026 Q2	$2.98M	Sell	4,338 -144	-3%	-$96K	0.78%	29
2026 Q1	$2.68M	Sell	4,482 -153	-3%	-$95.7K	0.8%	33
2025 Q4	$2.91M	Buy	4,635 +83	+2%	+$51.6K	0.91%	28
2025 Q3	$2.79M	Sell	4,552 -140	-3%	-$82.5K	0.93%	27
2025 Q2	$2.67M	Buy	4,692 +365	+8%	+$192K	1.04%	27
2025 Q1	$2.22M	Buy	4,327 +53	+1%	+$28.7K	1.1%	25
2024 Q4	$2.3M	Sell	4,274 -488	-10%	-$264K	1.24%	22
2024 Q3	$2.51M	Buy	4,762 +333	+8%	+$169K	1.35%	18
2024 Q2	$2.22M	Buy	4,429 +132	+3%	+$63.5K	1.39%	21
2024 Q1	$2.07M	Sell	4,297 -84	-2%	-$38.4K	1.39%	24
2023 Q4	$1.91M	Buy	+4,381	New	+$1.79M	1.57%	14

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Private Client Services's VOO Position: Q3 2026 in Review

Private Client Services reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q3 2026, selling an estimated $83.1K and leaving 4,219 shares worth $2.96M. The position accounts for 0.79% of the portfolio, ranked #26.

Private Client Services first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q2 2026. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Private Client Services held 4,219 shares of Vanguard S&P 500 ETF worth $2.96M as of Q3 2026.
Private Client Services sold 119 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $83.1K.
Vanguard S&P 500 ETF made up 0.79% of Private Client Services's portfolio in Q3 2026, its #26 holding.
Private Client Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Vanguard S&P 500 ETF position peaked at $2.98M in Q2 2026.
565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.